273 Avenue Ponce de Leon Suite 1400
San Juan, PR 00917
Knowledge is the key to a successful financial future. My commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be.
I am dedicated to making a difference in people’s lives. Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals. I can provide comprehensive financial strategies and/or focus on one specific area of need.
I assist clients and help them meet their long-term financial goals. I work closely with my clients and can also work with you to:
•Define your personal financial goals;
•Develop a financial strategy that can help you achieve these goals;
•Suggest suitable products and solutions based on your needs;
•Implement your strategy with products and services that help meet your needs.
My goals are to provide professionals and business owners with assistance in building their financial freedom, and to become a lifetime resource for each and every client.
I am licensed to sell insurance in Puerto Rico. License Number 3000825395.
BA in Finance- University of Puerto Rico, Ponce Campus
MBA in Finance- University of Puerto Rico, Mayaguez Campus
- Business Owners
- Insurance Strategies
- Retirement Strategies
- College Funding Strategies
- Business Succession Planning
- Risk Management Strategies
- Financial Education